CATALANO FINANCIAL

CATALANO FINANCIAL of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 298405). Regulatory assets under management: $2.9M.

Registration

• CRD: 298405
• Type: Registered investment adviser
• Location: 1095 EVERGREEN CIRCLE, THE WOODLANDS, TX, 77380
• Phone: 832-696-0990
• Latest filing: 2026-08-05
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search